How to Generate Agent Account Opening Report in Finacle (HDSAIP Menu) – Step-by-Step Guide
HDSAIP Menu and Steps to Generate Report – Guide
Learn how to access the HDSAIP menu and generate reports step-by-step with this easy, practical guide.
To track the number of accounts opened by agents (MPKBY or SAS), this guide will help you generate the report.
This report is useful for monitoring agent performance and verifying account opening activities within a specific financial period.
📊 Steps to Generate Agent Account Opening Report in Finacle
- Open Finacle Menu
Login to Finacle Live Server and enter menu: HDSAIP - Select Function
Choose: Print - Enter SOL ID
Input your branch code (e.g.,123456) - Select Free Code 4
Choose:- MPKBY (Mahila Pradhan Kshetriya Bachat Yojana)
- SAS (Standard Agency System)
- Define Period
Enter the reporting period:- From: 01.04.2025
- To: 31.03.2026
- Report To
Type: PM - Select Report Type
Use search option and select: DSA_PFA_MONITOR - Execute Report
Click on GO to generate the report - Verify Output
Check the generated report in: HPR Menu
⚠️ Important Points
- Ensure correct SOL ID is entered to avoid incorrect data.
- Select correct agent type (MPKBY or SAS).
- Verify date range carefully to match financial year.
- Always cross-check report output in HPR.
✅ Why This Report is Important?
- Track agent performance
- Monitor account opening trends
- Assist in audits and inspections
- Ensure transparency in agent operations
💡 Tip: Bookmark this page for quick reference while working in Finacle.
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